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Carroll Financial Associates’s Insulet PODD Stock Holding History

Carroll Financial Associates’s Portfolio PODD Stock Details PODD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$16K Buy
59
+9
+18% +$2.61K ﹤0.01% 1042
2021
Q3 		$14K Hold
50
– – ﹤0.01% 1100
2021
Q2 		$13K Buy
+50
New +$13.6K ﹤0.01% 1221
2019
Q4 		– Sell
-9
Closed -$1K – 1658
2019
Q3 		$1K Hold
9
– – ﹤0.01% 1442
2019
Q2 		$1K Buy
+9
New +$923 ﹤0.01% 1496

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Carroll Financial Associates's PODD Position: Q4 2021 in Review

Carroll Financial Associates increased its Insulet (PODD) stake by 18% in Q4 2021, buying an estimated $2.61K and bringing the position to 59 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Carroll Financial Associates first reported a position in PODD in Q2 2019 and has held it in 5 quarters since. 475 funds tracked by Wall St. Rank hold PODD as of Q4 2021.

  • Carroll Financial Associates held 59 shares of Insulet worth $16K as of Q4 2021.
  • Carroll Financial Associates bought 9 Insulet shares in Q4 2021, an estimated $2.61K.
  • Insulet made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1042 holding.
  • Carroll Financial Associates first reported a position in Insulet in Q2 2019 and has held it in 5 quarters since.
  • 475 funds tracked by Wall St. Rank held Insulet as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.